Institutional shares held 28 Million
3.1K calls
1.6K puts
Total value of holdings $3.14B
$347K calls
$179K puts
# of Institutions 612


Latest Institutional Activity in DSI

Top Purchases

Q4 2024
Ima Wealth, Inc. Shares Held: 852K ($96.1M)
Q4 2024
Brooklyn Fi, LLC Shares Held: 396K ($44.7M)
Q4 2024
Essential Planning, Llc. Shares Held: 234K ($26.4M)
Q4 2024
Raymond James Financial Inc Shares Held: 190K ($21.5M)
Q4 2024
Lpl Financial LLC Shares Held: 1.01M ($113M)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 2.02M ($228M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 1.39M ($157M)
Q4 2024
Morgan Stanley Shares Held: 4.75M ($536M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 567K ($63.9M)
Q4 2024
Ameriprise Financial Inc Shares Held: 941K ($106M)

About DSI

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